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BS

Benedict A. Schlatter

MAKROD INVESTMENT ASSOCIATES
Verona, NJ 07044
Some features on this profile are disabled
CRD#: 4418593
BS

Professional summary

Benedict Achilles Schlatter, who also goes by Ben Schlatter, is a registered financial advisor currently at MAKROD INVESTMENT ASSOCIATES INC located in Verona, New Jersey.

Benedict is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Benedict has worked at 2 firms and has passed the Series 65 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ben Schlatter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benedict Achilles Schlatter's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 3, 2013 - Present

MAKROD INVESTMENT ASSOCIATES INC

Office #1: 44 Ann Street, Verona, NJ 07044
RIA
CRD#: 110325
Verona, NJ
Past

May 9, 2002 - October 8, 2002

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MAKROD INVESTMENT ASSOCIATES INC
MAKROD INVESTMENT ASSOCIATES INC

CRD#: 110325 / SEC#: 801-28113

RIA
Registered Investment Advisory firm - (11/6/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(5/3/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/2/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/8/2002
General Securities Representative Examination

Current Firm

MI
MAKROD INVESTMENT ASSOCIATES INC
MAKROD INVESTMENT ASSOCIATES INC

CRD#: 110325 / SEC#: 801-28113

RIA
Registered Investment Advisory firm - (11/6/1986 Approved)
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Contact information

Main Address
44 Ann Street, Verona, NJ 07044
Mailing Address
Phone number
(973) 239-1033
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAKROD INVESTMENT ASSOCIATES INC. (3/31/2025)

Regulatory assets under management

Total Number of Accounts557
AUM (Assets Under Management)$ 803,678,486

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MAKROD INVESTMENT ASSOCIATES INC

CRD#: 110325Verona, NJ 07044

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